WEST COAST ASSET MANAGEMENT,INC.

WEST COAST ASSET MANAGEMENT,INC. of MONTECITO, CA is an SEC-registered investment adviser (CRD 111982). Regulatory assets under management: $7.8M.

Registration

Officers, owners & control persons (12)

NameRoleLocation
HELFERT LANCE WILLIAMCHIEF COMPLIANCE OFFICER; PRESIDENT & DIRECTOR; PRESIDENT, DIRECTOR (+2 more)—
ORFALEA PAUL JAMESDIRECTOR; PRINCIPAL & DIRECTOR; SHAREHOLDER—
WARREN JAMES RANEYDIRECTOR; PRINCIPAL—
SOIRET JACQUES EDWARDDIRECTOR; PRINCIPAL & DIRECTOR—
LOWE RYAN ATTICUSANALYST; CHIEF INVESTMENT OFFICER & DIRECTOR; PRINCIPAL & CHIEF INVESTMENT OFFICER (+3 more)—
SCHUMAN LINDA RAECHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER—
ITULE DENNIS PAULDIRECTOR—
PEREIRA DIANACHIEF COMPLIANCE OFFICER—
GILLEM LORI DIANECHIEF OPERATIONS OFFICER—
SCHUMAN LINDA RCOMPLIANCE OFFICER—
PEREIRA DIANA LOUISE HADJESDIRECTOR—
FIRESTONE ANDREW BOULTONDIRECTOR; OWNER; SENIOR VICE PRESIDENT—

Private funds (1)

FundTypeFormedOwnersGross asset valueMin investment
WEST COAST OPPORTUNITY FUND, LLCHedge Fund—69$7.8M$1.0M

Fund service providers (1)

More on this firm